How does the automatic purchase order (PO) close process work?

The scheduled task Process Orders To Close searches for all orders that are closable (and not closed for all actions) that have been inactive for the number of days specified in the parameter Application.Procure.ConfigureDaysOfNonActivityToClosePO and moves them to the close state Closed for All Actions.

For example, if the parameter's value is set to 365, running the scheduled task on February 1, 2023 closes all orders that have been inactive since February 1, 2024.

This scheduled task runs once daily at 3:00 AM Pacific Time.

• POs closed with the automated closure process behave the same way as POs closed manually.
• There are only two methods to mass close POs:
  
  • Manually, by selecting the POs on the user interface and doing the mass closure.
  • Automatically, from the scheduled task based on the period of inactivity
  • Refer to Automatic and manual closure of bulk purchase orders.
• For more information about how to configure this functionality, refer to Configure number of days for closure of inactive purchase orders.
• If any changes are made to the invoice, receipt, or payment pertaining to a PO, the activity date on that PO will change.
• Adding a comment or attachment to the PO will also affect the activity date.
• All closable POs will be closed with this process. To check if it will actually close:
  
  • Verify that the PO can be closed from the UI manually.
  • Verify that the PO can be Closed for All Actions.
• The scheduled task will run up to 10,000 orders in one run.
• This task will not automatically close SAP Fieldglass orders. There's no replacement task at the moment, and you must close such orders manually.

Core Procurement > Core Administration
Core Procurement > Scheduled Tasks
Purchasing > Purchase Orders